What is a payment workflow?
A payment workflow is a streamlined process designed to handle online transactions with ease. It lets you collect payments via custom forms, automatically send notifications, and securely store transaction details.
Features of an ideal payment workflow platform
Gateway integration
Easily connect with different payment providers.
Conditional payment display
Set conditions to show payment options only when needed.
Automated notifications
Send emails, SMSes, or text messages automatically based on transaction status.
Record updates
Add, edit, or delete data based on payment success or failure.
How Zoho Creator enables payment workflows?
Zoho Creator simplifies the payment process by allowing direct integration of payment gateways into forms used for orders, invoices, registrations, and more. Payment workflows can be configured within these forms, and once the payment is completed, the system automatically handles actions like sending confirmation emails and updating related records. With built-in support for multiple gateways and currencies, these workflows are easy to set up and manage, offering both flexibility and control.
Benefits of payment workflows with Zoho Creator
Ready-to-use connections
Zoho Creator includes pre-integrated payment gateways like Authorize.net, PayPal, Razorpay, Paytm, and Forte—allowing connections to be established quickly without extra setup and enabling the processing of payments almost instantly.
Automated task handling
Notifications, record updates, and other routine actions are automatically executed as part of the workflow, reducing the need for manual intervention.
Secure transactions
Payment data is encrypted during transmission and storage, ensuring sensitive information like card details and transaction IDs remain protected from start to finish.
Easy tracking
Transactions can be monitored through detailed records and instant alerts, providing a clear overview of all payments and ensuring accurate cash flow management.
Flexible and scalable
Payment workflows can be expanded or adjusted to evolving business requirements. Add new gateways, refine conditions like payment method or order value, or automate additional steps—all without disrupting any existing configurations.